Overview
Assets Under Management: $351 million
Headquarters: ANN ARBOR, MI
High-Net-Worth Clients: 153
Average Client Assets: $2.1 million
Frequently Asked Questions
ARBOR ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112048), ARBOR ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ARBOR ASSET MANAGEMENT, LLC is headquartered in ANN ARBOR, MI.
ARBOR ASSET MANAGEMENT, LLC serves 153 high-net-worth clients according to their SEC filing dated April 09, 2018. View client details ↓
According to their SEC Form ADV, ARBOR ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ARBOR ASSET MANAGEMENT, LLC manages $351 million in client assets according to their SEC filing dated April 09, 2018.
According to their SEC Form ADV, ARBOR ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.21%
Average Client Assets: $2.1 million
Total Client Accounts: 740
Discretionary Accounts: 740
Regulatory Filings
CRD Number: 112048
Filing ID: 1207568
Last Filing Date: 2018-04-09 10:11:00